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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
Flagship Harbor Advisors
Massachusetts
$222K +$7.56K +61 +3%
TWM
502
Thrive Wealth Management
Pennsylvania
$222K -$992 -8 -0.4%
PA
503
Parallel Advisors
California
$215K -$339K -2,737 -59%
VAFP
504
Vahanian & Associates Financial Planning
New York
$215K -$16.7K -135 -7%
AWA
505
Arete Wealth Advisors
Illinois
$214K +$238K +1,921 New
SWA
506
SFMG Wealth Advisors
Texas
$214K +$2.48K +20 +1%
TCM
507
Teza Capital Management
Illinois
$209K +$233K +1,876 New
IWP
508
Icon Wealth Partners
Texas
$209K +$233K +1,875 New
KI
509
Kapitalo Investimentos
Brazil
$208K +$232K +1,872 New
PTC
510
Petrus Trust Company
Texas
$208K +$232K +1,867 New
IFU
511
iSAM Funds (UK)
United Kingdom
$206K +$230K +1,854 New
LSA
512
Lion Street Advisors
Texas
$204K +$61.5K +496 +37%
DF
513
Donoghue Forlines
Massachusetts
$203K -$1.74K -14 -0.8%
QCM
514
Qsemble Capital Management
New York
$200K -$471K -3,800 -68%
CLOS
515
Compagnie Lombard Odier SCmA
Switzerland
$200K -$103K -834 -32%
EI
516
Ellevest Inc
New York
$200K -$3.72K -30 -2%
BAM
517
Belpointe Asset Management
Nevada
$199K -$260K -2,094 -54%
Acadian Asset Management
518
Acadian Asset Management
Massachusetts
$190K +$213K +1,716 New
ACM
519
Aubrey Capital Management
United Kingdom
$189K
AIP
520
Ameritas Investment Partners
Nebraska
$180K
OAM
521
Ostrum Asset Management
France
$177K +$197K +1,590 New
SC
522
Steph & Co
Wisconsin
$177K
EAM
523
Erste Asset Management
Austria
$167K -$508K -4,100 -73%
S
524
SignatureFD
Georgia
$158K -$4.09K -33 -2%
SPIA
525
Steward Partners Investment Advisory
New York
$153K -$23.2K -187 -12%